From the ORCID Outreach Meeting, May 21-22, 2014, held in Chicago, Illinois, USA. https://orcid.org/content/orcid-outreach-meeting-and-codefest-may-2014 Best practices in the creation of ORCID identifiers for faculty, staff, and students: technical integration Research organizations are creating ORCID iDs and integrating them into a variety of systems, from personnel databases, to directories, repositories, and university presses. In this session, organizations will share information and strategies on technical aspects of working with ORCID APIs, strategies for modifying internal systems to capture and store ORCID iDs, and interactions with other identifiers. Moderator: Simeon Warner, Research Associate, Cornell University Presenters: Urban Andersson, IT Librarian, Chalmers University of Technology Peter Flynn, Lead Developer, Boston University James Creel, Senior Lead Software Applications Developer, Texas A&M University

1. ORCID @ Chalmers
Best practices in the creation of ORCID ID:s for
faculty, staff and students : technical integration
ORCID Outreach Meeting
Chicago, May 22, 2014
Urban Andersson

2. Chalmers University of
Technology
• 17 departments
• 10,000 students
• 2,000 researchers
• 2,500 scholarly publications
(2013)
• Open Access mandate
• Chalmers Publications Library
(CPL) – repository & publication
database
• CRIS in development
• Special focus on bibliometrics

3. Managing author information in
bibliometrics

4. The geography of Chalmers
research

5. ORCID @ Chalmers
• National project: ”Author Identifiers and Publication
Databases” (2012)
• Pilot (September 2013)
• Create and connect service, integration in local systems,
support to researchers and faculties (2013-)
• Integration of ORCIDs in the national research infrastructure
• Primary focus on supporting local and (inter)national research
infrastructure, bibliometrics
• Co-ordinated by the library, but not a ”library issue”

6. Pilot study (2013)
• Department of Space and Geo Sciences, approx. 150
researchers
• Initiative from the library and from the head of department
• Object of the pilot was to try out the API and workflows and to
learn about responses from the from researchers
• Batch creation of ORCIDs, using the Member API
• Support from the legal office
• Mixed result, slow responses in some cases
• Conclusions
• early adoption - too early?
• focus on infrastructure
• creation of ORCIDs should probably be initiated by the individual
researcher in the first phase

7. Create & connect service
• orcid.chalmers.se
• Create and provide a sustainable infrastructure for handling
ORCIDs at Chalmers
• Provide an easy-to-use service for researchers to create
ORCIDs and connect these to the local systems, and a one-stop
solution for all things concerning ORCIDs at Chalmers, info &
support
• Integrated in the local research infrastructure and administrative
systems
• Developed in cooperation with the the central IT dept, using
agile methods (SCRUM)
• Researchers targeted, but open for all - faculty, staff & students

8. Create & connect service

9. • SWAMID SAML2
• name, Chalmers ID,
email, (publication
profile)
Create ORCID
Authentication

10. Create ORCID
Verification
• User already exists in the ORCID registry

11. Create ORCID
• Initial ORCID creation
• ID stored in local HR system but not yet activated

12. Connect to Chalmers

13. Connect to Chalmers

14. Connect to Chalmers

15. • User denied Chalmers connection
Connect to Chalmers

16. Connect to Chalmers
• ORCID connected and activated in local systems

17. Connect to Chalmers
• Chalmers trusted organization, permission to read
limited info from ORCID record

18. ORCID @ Chalmers
PDB
CPL

19. SWAMID
CPL
SwePub
CRIS
PDB
SweCRIS
CORDISOpenAIRE
Prisma
Metrics
IDP
Repositories
ORCID @ Chalmers
FundRef
ORCID API

20. Support

21. The next steps
• New services
– Export of publications and research activities to individual
ORCID profiles
– Services for administrators
• ORCID mandatory in the Swedish Research Council application
portal (PRISMA), Q3 2014
• ORCID in national single sign-on system, as an attribute in
SWAMID SAML2
• Locating Chalmers works in other repositories

22. Urban Andersson
urban.andersson@chalmers.se
http://orcid.chalmers.se